Trump Pulls AI Order, Anthropic's $1.25B/Month xAI Deal, Nvidia's Record Quarter

In this episode, we discuss President Trump abruptly postponing a frontier AI and cybersecurity executive order that would have set up a voluntary review framework for Anthropic, OpenAI, and Google before releasing their most powerful models. We break down new details from SpaceX's S-1 filing revealing Anthropic will pay xAI $1.25 billion per month for Colossus compute access, turning xAI into a competitor, supplier, and infrastructure player all at once. We also cover Nvidia's blockbuster quarter with $81.6 billion in revenue driven by surging data center and networking demand, plus Google DeepMind's expansion of Project Genie, which uses Street View imagery to generate explorable AI worlds for training agents and robots.https://www.aiconvocast.comHelp support the podcast by using our affiliate links:Eleven Labs: https://try.elevenlabs.io/ibl30sgkibkvDisclaimer:This podcast is an independent production and is not affiliated with, endorsed by, or sponsored by Anthropic, xAI, Nvidia, Google, DeepMind, OpenAI, SpaceX, or any other entities mentioned unless explicitly mentioned. The content provided is for educational and entertainment purposes only and does not constitute professional, financial, or legal advice. Affiliate links may earn the podcast a commission at no additional cost to you.